Leads and sales
Read the Dashboard and metrics
Check the scope of a number before comparing it.
Before you start
You need access to the relevant areas and records in your business.
Step by step
- Open Dashboard to review the overview, recent sales, and your agenda.
- If you have multiple Pipeline boards, check whether the view includes all boards or one.
- Open Metrics to review calls, rates, and revenue by product.
- Read each chart’s period and scope. Historical totals and monthly trends do not describe the same window.
- If a number differs from your expectation, review the source records in Revenue, Leads, or Calendar.
- Check the contact’s Pipeline association when filtering by board.
Compare figures with the same scope
A lifetime figure, monthly total, and daily trend answer different questions. Before comparing them, check the period, Pipeline, and member scope. Dashboard summarizes operations; source screens help verify the records behind each result.
If a total seems wrong, choose a specific record and find it in Revenue, Calendar, or Leads. Check its date, status, and board association. Do not “fix” a discrepancy by moving stages or adding sales without reviewing the source. A booked call and an attended call describe different moments in the process.
What to expect
You can identify the records and scope behind the information you are viewing.
Troubleshooting
A payment without an associated contact may be excluded when filtering by Pipeline.
Do not attribute all revenue to a campaign just because a spend figure appears nearby. Check each metric’s source and period.